Position in BEAT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$185,293
-$116,605 QoQ
Shares Held
247,058
-0.2% QoQ
Ownership
0.438%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 41 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $10,557,228 across 3 Health Information Services names. BEAT ranks #3 (1.8% of the industry book) .
All Filings in BEAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,293 | 247,058 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $301,898 | 247,458 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $308,822 | 247,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $201,000 | 100,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $306,668 | 133,334 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,334 | 133,334 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $342,668 | 133,334 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $290,668 | 133,334 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $313,334 | 133,334 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $286,668 | 133,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,334 | 133,334 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||